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The$(inter)Federa.on$Business$




Licia Florio, TERENA
florio@terena.org
APAN, Chang Mai
16 Feb 2012
Background

!  R&E community engaged in identity federations for
  years:
   "  Remote eLearning
   "  Access to publishers
   "  Sharing of resources

!  Growth brings also issues:
   "  As you will see….
Federations
FEDERATIONS…
WEREN’T THEY TALKING                 NAH HERE THEY MEAN A
ABOUT THIS ALREADY                   FORM OF GOVERNANCE
                                     !
IN STAR TREK * ?




*!h$p://en.wikipedia.org/wiki/United_Federa7on_of_Planets!
MAYBE WE SHOULD
REVIEW SOME TERMS
FIRST
Identity Federations

                       Adobe$connect!
ONE SET OF              wiki@terena.org!
CREDENTIALS TO            Other$services!
ACCESS MULTIPLE
SERVICES!




                        Technology!
                          SAML!

                      Legal!agreements!
                            Trust!

 licia@terena.org$




                                            Federa7on!
Inter-federations


Enable users from federation A to access
services offered by federation B;

Requires integration of technology and
policies;

Requires agreements among the
participating federations;
Inter-federation for Network
                                             Access
! 
     "  (inter)federation technical infrastructure based on
       hierarchy of RADIUS Servers and 802.1X;
     "  Trust between members established via the eduroam
       policy;
     "  Global eduroam Governance Committee to ensure
       coordination among different continents
        •  Led by TERENA
Where is eduroam
Inter-federation for
                                      Web Applications




                                              Courtesy of euGAIN




!  eduGAIN entities are a subset of national federations
  (via opt in)
   "  Entities have to ask to be included in eduGAIN
!  Profiles and policies to harmonize environment
Who is in eduGAIN
WHAT’S REFEDS THEN?
Some Dates

   2004   2010

2004
Why, What, Who

                               Why:!
          "  To!give!a!‘voice’!to!the!R&E!community!
          "  Millions$of$users$across$thousands$of$
             ins.tu.ons$in$$30$countries!$$$


                                   What:!
          "    To!harmonise!best!prac7ses,!policies!&!technologies!
          "    To!make!federa7ons!more!userNfriendly!
REFEDS$   "    To!ease!interNfedera7on!!
          "    To!influence!direc7ons!in!the!global!iden7ty!space!


                               Who:!
          "    Experts!in!the!iden7ty!technologies!
          "    Iden7ty!Federa7ons!around!the!globe!
          "    UserNgroups!
          "    Service!providers!!!
Governance
                           WHO$
    REFEDs$Par.cipants$    N!h$ps://refeds.org/about_work.html!!

             REFEDs$SC$
                  !

                           WHAT$
                           N!Approves!yearly!plan!
                           N!Monitors!execu7on!
                           N!Advice!REFEDS!
    REFEDs$Workplan$
             $
Volunteer!       Funded!
  work!!$         work!!          REFEDs$Sponsors$
                               Funding!used!to!finance!
                               the!workplan!!



                 Workplan!2011N2012:!!
h$ps://refeds.org/docs/refedsworkplan11N12FINAL.pdf!
Participating Identity
          Federations
Participating Identity
          Federations
EHM….YES….BUT…..
                 LIFE IS STILL DIFFICULT FOR
                 SERVICE PROVIDERS!

SO FEDERATIONS
REALLY WORK! !
The Issues

!  Harmonisation of attributes
!  Different data protection laws:
   "  Not easy within Europe
   "  And then US, Australia, Asia

!  Different business models:
   "  To charge or not to charge that’s the problem

! Liability insurances for some federations
! Different legal contracts


        Just to give some examples
Now think about all this when inter-federating!
THEY TRY TO STANDARDISE
                       FEDERATIONS PROCEDURES
HOW DO REFEDS HELP?!   AND POLICIES TO INCREASE
                       USABILITY OF FEDERATIONS!
Some Work Items
                                     Barriers$for$Service$Providers$
                                     (Nicole!Harris,!JISC!Advance)$$$
                                     $
                                     h$ps://refeds.terena.org/index.php/
                                     Barriers_for_Service_Providers!
                                     $

                                    ALribute$Release$WG$$
                                    (Steven!Carmody,!Internet!2)!
                                    !
                                    h$ps://refeds.terena.org/index.php/
                                    REFEDS_A$ribute_release_wg!!!!
                                    !

PEER$(Public$EndPoint$En..es$Registry)$
(Leif!Johansson,!NORDUNET)$$
$
h$ps://refeds.terena.org/index.php/PEER!!
Barriers for Service Providers
                                             Mul.ple$legal$documents$
                                             Common!clauses!but!presented!in!
                                             different!ways!


                                             Charging$Fees$
                                             Different!federa7ons!=!different!business!
                                             model!!


                                              Data$Protec.on$
                                              Different!legal!requirements!in!different!
                                              countries.!!



                                              And$there$is$more!$!


h$ps://refeds.terena.org/index.php/Barriers_for_Service_Providers!
Attribute Release WG –
                                      Goals

!  Find an approach to the data protection/privacy
  liability risks and exposures faced by IDPs and
  SPs in the worldwide Higher R&E environment

!  Find a scalable way to managing attribute
  release policies

!  Provide recommendations for GUIs and business
  practices to meet legal and regulatory
  requirements
The INFORM model

!  The IdP is responsible for releasing users’
  information
!  Most of the attributes are about user
  personal information:
  "  Services should only require necessary attributes;
  "  Users should be informed on what attributes are
    released;

! eduGAIN approach: ask SP to make a declaration
  to indicate compliance with privacy laws:


              INFORM             CONSENT!
Next Steps
!  Almost finalised recommendations online on
  the REFEDS wiki:
  " https://refeds.terena.org/index.php/
    Technical_specifications_on_metadata_elements_and
    _IdP_attribute_release_GUI
Conclusions
! REFEDS work is relevant not only to R&E
  community:
   "  But to all working in the identity space;

! REFEDS monitor EU directives on data protection
  and all standard technologies:
   "  And tries to provide recommendations;

!  REFEDS results can benefit you:
   "  Watch the www.refeds.org space

! Let us know your use-cases and how you solve
  them!
Follow us




Visits




                                              Website:
                                 http://www.refeds.org

                                 Wiki:
                                 https://refeds.terena.org
 Mailing list:
    https://www.terena.org/mail-archives/refeds/
TERENA Networking Conference
             2012

    Networking to Services
Keynote speakers:
Hilmar Veigar Pétursson, CCP
Geoff Huston, APNIC
Nicole Harris, JISC Advance
Jan-Martin Lowendahl, Gartner Research
Jacob Appelbaum, University of Washington
Leslie Daigle, Internet Society (ISOC)
                 21 to 24 May 2012
                 Reykjavik, Iceland
                 tnc2012.terena.org

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REFEDS Overview

  • 2. Background !  R&E community engaged in identity federations for years: "  Remote eLearning "  Access to publishers "  Sharing of resources !  Growth brings also issues: "  As you will see….
  • 3. Federations FEDERATIONS… WEREN’T THEY TALKING NAH HERE THEY MEAN A ABOUT THIS ALREADY FORM OF GOVERNANCE ! IN STAR TREK * ? *!h$p://en.wikipedia.org/wiki/United_Federa7on_of_Planets!
  • 4. MAYBE WE SHOULD REVIEW SOME TERMS FIRST
  • 5. Identity Federations Adobe$connect! ONE SET OF wiki@terena.org! CREDENTIALS TO Other$services! ACCESS MULTIPLE SERVICES! Technology! SAML! Legal!agreements! Trust! licia@terena.org$ Federa7on!
  • 6. Inter-federations Enable users from federation A to access services offered by federation B; Requires integration of technology and policies; Requires agreements among the participating federations;
  • 7. Inter-federation for Network Access !  "  (inter)federation technical infrastructure based on hierarchy of RADIUS Servers and 802.1X; "  Trust between members established via the eduroam policy; "  Global eduroam Governance Committee to ensure coordination among different continents •  Led by TERENA
  • 9. Inter-federation for Web Applications Courtesy of euGAIN !  eduGAIN entities are a subset of national federations (via opt in) "  Entities have to ask to be included in eduGAIN !  Profiles and policies to harmonize environment
  • 10. Who is in eduGAIN
  • 12. Some Dates 2004 2010 2004
  • 13. Why, What, Who Why:! "  To!give!a!‘voice’!to!the!R&E!community! "  Millions$of$users$across$thousands$of$ ins.tu.ons$in$$30$countries!$$$ What:! "  To!harmonise!best!prac7ses,!policies!&!technologies! "  To!make!federa7ons!more!userNfriendly! REFEDS$ "  To!ease!interNfedera7on!! "  To!influence!direc7ons!in!the!global!iden7ty!space! Who:! "  Experts!in!the!iden7ty!technologies! "  Iden7ty!Federa7ons!around!the!globe! "  UserNgroups! "  Service!providers!!!
  • 14. Governance WHO$ REFEDs$Par.cipants$ N!h$ps://refeds.org/about_work.html!! REFEDs$SC$ ! WHAT$ N!Approves!yearly!plan! N!Monitors!execu7on! N!Advice!REFEDS! REFEDs$Workplan$ $ Volunteer! Funded! work!!$ work!! REFEDs$Sponsors$ Funding!used!to!finance! the!workplan!! Workplan!2011N2012:!! h$ps://refeds.org/docs/refedsworkplan11N12FINAL.pdf!
  • 15. Participating Identity Federations
  • 16. Participating Identity Federations
  • 17. EHM….YES….BUT….. LIFE IS STILL DIFFICULT FOR SERVICE PROVIDERS! SO FEDERATIONS REALLY WORK! !
  • 18. The Issues !  Harmonisation of attributes !  Different data protection laws: "  Not easy within Europe "  And then US, Australia, Asia !  Different business models: "  To charge or not to charge that’s the problem ! Liability insurances for some federations ! Different legal contracts Just to give some examples
  • 19. Now think about all this when inter-federating!
  • 20. THEY TRY TO STANDARDISE FEDERATIONS PROCEDURES HOW DO REFEDS HELP?! AND POLICIES TO INCREASE USABILITY OF FEDERATIONS!
  • 21. Some Work Items Barriers$for$Service$Providers$ (Nicole!Harris,!JISC!Advance)$$$ $ h$ps://refeds.terena.org/index.php/ Barriers_for_Service_Providers! $ ALribute$Release$WG$$ (Steven!Carmody,!Internet!2)! ! h$ps://refeds.terena.org/index.php/ REFEDS_A$ribute_release_wg!!!! ! PEER$(Public$EndPoint$En..es$Registry)$ (Leif!Johansson,!NORDUNET)$$ $ h$ps://refeds.terena.org/index.php/PEER!!
  • 22. Barriers for Service Providers Mul.ple$legal$documents$ Common!clauses!but!presented!in! different!ways! Charging$Fees$ Different!federa7ons!=!different!business! model!! Data$Protec.on$ Different!legal!requirements!in!different! countries.!! And$there$is$more!$! h$ps://refeds.terena.org/index.php/Barriers_for_Service_Providers!
  • 23. Attribute Release WG – Goals !  Find an approach to the data protection/privacy liability risks and exposures faced by IDPs and SPs in the worldwide Higher R&E environment !  Find a scalable way to managing attribute release policies !  Provide recommendations for GUIs and business practices to meet legal and regulatory requirements
  • 24. The INFORM model !  The IdP is responsible for releasing users’ information !  Most of the attributes are about user personal information: "  Services should only require necessary attributes; "  Users should be informed on what attributes are released; ! eduGAIN approach: ask SP to make a declaration to indicate compliance with privacy laws: INFORM CONSENT!
  • 25. Next Steps !  Almost finalised recommendations online on the REFEDS wiki: " https://refeds.terena.org/index.php/ Technical_specifications_on_metadata_elements_and _IdP_attribute_release_GUI
  • 26. Conclusions ! REFEDS work is relevant not only to R&E community: "  But to all working in the identity space; ! REFEDS monitor EU directives on data protection and all standard technologies: "  And tries to provide recommendations; !  REFEDS results can benefit you: "  Watch the www.refeds.org space ! Let us know your use-cases and how you solve them!
  • 27. Follow us Visits Website: http://www.refeds.org Wiki: https://refeds.terena.org Mailing list: https://www.terena.org/mail-archives/refeds/
  • 28. TERENA Networking Conference 2012 Networking to Services Keynote speakers: Hilmar Veigar Pétursson, CCP Geoff Huston, APNIC Nicole Harris, JISC Advance Jan-Martin Lowendahl, Gartner Research Jacob Appelbaum, University of Washington Leslie Daigle, Internet Society (ISOC) 21 to 24 May 2012 Reykjavik, Iceland tnc2012.terena.org